See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,621 | $124,319-82.6% | $111,297-80.6% | $167,490-87.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 27.27% | 37.44%-10.2pp | 54.65%-27.4pp | 478.56%-451.3pp |
| Employer contribution / active EE | $1,053 | $3,435-69.4% | $2,731-61.5% | $4,837-78.2% |
| Participant deferral / active EE | $2,494 | $5,180-51.8% | $4,487-44.4% | $6,341-60.7% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |